ESSENTIAL INFORMATION

EXAM POLICIES

EXAM POLICIES

CFA UK works closely with employers, industry specialists and other stakeholders in the development and ongoing review of CFA UK qualifications. This ensures the validity of all syllabus content and assessment material. 

Assessments are created and reviewed via an ongoing process of psychometric analysis. Assessments are constructed using questions that meet both test specification and reliability standards. Psychometric analysis (statistical analysis of exam performance) ensures that all examinations are of a comparable level of difficulty.  

CFA UK is committed to minimising the occurrence of bias in our assessments. Published policies, such as Reasonable Adjustments and Special Considerations, explain how CFA UK will deal with such applications. 

Feedback from candidates and training providers is regularly reviewed to ensure the manageability of our assessments and to ensure that they remain fit for purpose. 

ALL OUR POLICIES

Please note: the policies listed are applicable for CFA UK Qualifications only. For CFA Program, candidates must contact CFA Institute on info@cfainstitute.org for their policy application forms.

ALTERNATIVE ID POLICY

This policy describes the arrangements made for candidates who are unable to provide the correct forms of ID.

ALTERNATIVE ID POLICY

ASSESSMENT QUERIES AND APPEALS POLICY

This policy relates to feedback or queries about the validity of individual questions in an examination or the grade awarded, and the process for appealing. 

APPEALS POLICY

ASSESSMENT QUERY FORM 

CALCULATOR POLICY

This policy relates to the onscreen calculator, which is provided in CFA UK exams where calculations are assessed.

CALCULATOR POLICY

CANDIDATES COMPLAINTS POLICY

This policy describes how to make a complaint if you are unhappy with the service received from CFA UK.

CANDIDATES COMPLAINTS POLICY

CUSTOMER SERVICE STATEMENT

This policy details CFA UK's commitment to all candidates.

CUSTOMER SERVICE STATEMENT

EQUALITY POLICY

This policy details the society’s commitment to ensuring that all candidates receive equality of opportunity and appropriate access to qualifications and assessments.

EQUALITY POLICY

INAPPROPRIATE CANDIDATE BEHAVIOUR POLICY (MALPRACTICE)

This policy relates to inappropriate candidate behaviour before, during and after an exam.

INAPPROPRIATE CANDIDATE BEHAVIOUR POLICY

INVOICING POLICY

This policy provides information about CFA UK invoices for qualifications.

INVOICING POLICY

REASONABLE ADJUSTMENTS POLICY

This policy relates to the society's commitment to ensuring that there are no unnecessary barriers to assessment which prevent candidates from effectively demonstrating their competence. 

REASONABLE ADJUSTMENTS POLICY 

REASONABLE ADJUSTMENT FORM 

SPECIAL CONSIDERATIONS POLICY

This policy relates to candidates requesting special consideration due to adverse circumstances beyond their control on the day of the day of the examination.  

SPECIAL CONSIDERATIONS POLICY 

SPECIAL CONSIDERATION APPLICATION FORM

TECHNICAL ISSUES CONSIDERATIONS POLICY

This policy relates to candidates who experience technical issues during their examination which are beyond their control. The policy includes examinations taken in a Pearson VUE test centre or via the OnVUE remote examination platform.

TECHNICAL ISSUES CONSIDERATIONS POLICY 

TECHNICAL ISSUES APPLICATION FORM 

USE OF ENGLISH LANGUAGE IN CFA UK ASSESSMENTS POLICY

This policy details English language requirements for CFA UK examinations.

USE OF ENGLISH LANGUAGE IN CFA UK ASSESSMENTS POLICY

WHISTLEBLOWER POLICY

This policy is aimed at any individual involved in the development, delivery and award of CFA UK qualifications (eg candidates, training providers, test centre staff, CFA UK staff and volunteers involved in qualifications).

WHISTLEBLOWER POLICY

WHISTLEBLOWER POLICY FORM

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